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Fort Point Capital Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Fort Point Capital Partners’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,696
Closed -$202K – 320
2023
Q3 		$202K Buy
+8,696
New +$203K 0.03% 261

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KA
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VA
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CNBT
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Bank of America
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V
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Fort Point Capital Partners's TDTT Position: Q4 2023 in Review

Fort Point Capital Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2023, closing a stake of 8,696 shares — an estimated $202K sold.

Fort Point Capital Partners first reported a position in TDTT in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 103 funds tracked by Wall St. Rank hold TDTT as of Q4 2023.

  • Fort Point Capital Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 8,696 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $202K.
  • Fort Point Capital Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2023 and held it in 1 quarter.
  • Fort Point Capital Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $202K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.